All Posts

Yes! You Can Take These Tax Deductions in 2015!March 19, 2015

Crazy as it sounds you can include the following items in figuring your expense deductions. This list does not include all possible expenses so be sure to ask your tax professional if an expense not ...

Death in the digital age is a lot more complicated than it used to be. Traditionally, fiduciaries and family members start administering an estate by reading the individual's mail and sorting through ...

It would be presumptuous to assume that funds would be available within a month or so. The probate / administrative process can take several months or longer, so it would not be wise to buy that new ...

Robin Williams: A Lesson in Deeds, Not Words + One Error in PlanningSeptember 4, 2014

One of the most eloquent responses to Robin Williams' death came from his best friend Billy Crystal, who posted on Twitter simply: "No words." When someone close to us dies -- especially in a sudden ...

Will 2014 be the year you do the right thing for yourself and your family by creating a secure financial future? Here are four steps to help you begin to take control of your financial life now: Be ...

The information on this website is for general information purposes only.
Nothing on this site should be taken as legal advice for any individual
case or situation. This information is not intended to create, and receipt
or viewing does not constitute, an attorney-client relationship.